+43,607.4%
TJX vs HUBB
+150,593.0%
-106,985.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -2.2% |
| 7D | -4.0% | +1.1% | -5.0% | -4.0% |
| 30D | -20.3% | -9.6% | -10.7% | -20.3% |
| 3M | -23.3% | -6.2% | -17.1% | -23.2% |
| 6M | -19.7% | -6.2% | -13.6% | -19.7% |
| YTD | -17.1% | +3.4% | -20.5% | -17.2% |
| 1Y | -8.8% | +5.3% | -14.1% | -8.9% |
| 3Y | +43.4% | +44.4% | -1.0% | +42.8% |
| 5Y | +95.2% | +152.4% | -57.2% | +93.3% |
| 10Y | +288.1% | +437.0% | -149.0% | +282.3% |
| All | +43,607.4% | +150,593.0% | -106,985.6% | +47,243.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling